RWM

RKL Wealth Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 12.22%
This Quarter Est. Return
1 Year Est. Return
+12.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$792M
AUM Growth
+$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$1.79M
3
+$797K
4
LHX icon
L3Harris
LHX
+$664K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$597K

Top Sells

1
+$3.93M
2
+$1.35M
3
+$598K
4
CL icon
Colgate-Palmolive
CL
+$524K
5
TMO icon
Thermo Fisher Scientific
TMO
+$501K

Sector Composition

1 Technology 6.28%
2 Healthcare 3.65%
3 Financials 3.33%
4 Consumer Discretionary 2.26%
5 Industrials 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.37M 0.93%
14,835
-397
27
$6.46M 0.82%
81,176
-7,512
28
$6.29M 0.79%
41,430
+1,023
29
$6.08M 0.77%
278,220
+3,255
30
$5.26M 0.66%
110,008
-726
31
$4.71M 0.59%
23,381
-760
32
$4.4M 0.56%
158,580
-3,850
33
$4.32M 0.55%
43,379
+4,923
34
$3.97M 0.5%
157,414
-1,596
35
$3.81M 0.48%
238,620
+8,961
36
$3.73M 0.47%
22,842
-703
37
$3.64M 0.46%
8,894
38
$3.62M 0.46%
23,383
-25,335
39
$3.51M 0.44%
7,958
-259
40
$3.13M 0.4%
133,474
+922
41
$3.1M 0.39%
15,792
+3,382
42
$2.93M 0.37%
7,401
-207
43
$2.74M 0.35%
7,281
+9
44
$2.72M 0.34%
9,725
-114
45
$2.7M 0.34%
22,005
-674
46
$2.68M 0.34%
18,051
-329
47
$2.53M 0.32%
8,191
-428
48
$2.49M 0.31%
13,955
-146
49
$2.48M 0.31%
35,766
-193
50
$2.42M 0.31%
18,595
+15
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2
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